Our Model Portfolios

Sungarden Core Model Portfolio: The Bonds/Annuities Replacement

Sungarden believes in investing the way we are taught to drive: defensively. As in driving, defensive investing aims to reach the destination safely, without accidents. For 2 decades, the Core model portfolio has helped advisors practice defensive investing by solving the major investment issue of our time: replacing what bonds used to do, but no longer can. Core does this without resorting to annuities or opaque, illiquid strategies. It's a tactical, daily-liquid portfolio of ETFs, driven by Sungarden’s time-tested, proprietary research process.

Download sungarden Core factsheet

Sungarden Growth

  • Unique, tactical alternative to traditional growth portfolio strategies
  • Combination of a veteran investor's experience, and proprietary research algorithm
  • Top priority: grow capital, with less reliance on broad stock market
  • Proprietary "Crash Helmet" indicator aims to reduce loss in severe down markets
  • All-ETF portfolio (typically 8-10 holdings)
  • Allocates among factor-based, sector, and industry ETFs
  • Deep research process: track a universe of over 200 ETFs
  • Model Benchmark: MSCI All-Country World Equity Index (ACWI)

Blended Model Portfolios

Sungarden Aggressive

  • a 30% / 70% blend of our ABL and Blue Chip Growth Strategies.
  • A tactical, 8-ETF portfolio
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Sungarden Moderate

  • a 50% / 50% blend of our ABL and Blue Chip Growth Strategies.
  • A tactical, 8-ETF portfolio
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Sungarden Conservative

  • a 70% / 30% blend of our ABL and Blue Chip Growth Strategies.
  • A tactical, 8-ETF portfolio.
Download factsheet

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